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. Create a memorable customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the phone, or other channels as appropriate . Use of a consultative approach with current or prospective customers to uncover and identify their needs while tailoring recommendations/solutions/a
Posted Today
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted Today
Loan Processing Collect and verify information for all incoming documents from applicants including credit documentation and monitor program compliance. Assist with processing qualification files as needed. Notify Senior Processor of credit or financial issues by completing DTI calculations. Provide excellent customer service to future and current homeowners by answering
Posted Today
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted Today
This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. "Sign On Bonuses Up To $1,500 Based On Experience" (see below) ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and spec
Posted 1 day ago
As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core val
Posted 3 days ago
The primary goal of the Support Associate position is to support the sales and customer service excellence objectives of either the Corporate & Industrial Banking, Commercial Banking and Commercial Real Estate Banking units. This position shall interact with clients and provide administrative support on both loans and deposits, as it relates to both upfront and ongoing re
Posted 3 days ago
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted 3 days ago
Primary Duties and Responsibilities Schedule & coordinate NHO and settlement date and times with Production & NHC's Audit new sales agreement, manage contract documents, and maintain job files Process Closing Instructions for submission to North American Title, UAMC and outside title companies and lenders Oversee settlement closing questions & issues via email, quick resp
Posted 4 days ago
Seacoast National Bank
- Palm Beach Gardens, FL
This position processes customer transactions for a variety of routine to more complex financial transactions including but not limited to check cashing, account withdrawals and deposits. Responsible to balance cash drawers, assist customers with product line information and provide a quality customer experience. Identifies and refers sales opportunities to appropriate ba
Posted 6 days ago
This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Receives checks and cash for depo
Posted 8 days ago
As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products
Posted 10 days ago
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted 10 days ago
Proactively and pleasantly greets clients to establish a connection and develop rapport, providing outstanding, personalized client experience. Client Services duties include and not limited to helping in the lobby to ensure clients are being attended to at all time; when not servicing clients in the teller line, the Universal Banker is required to assist clients in the l
Posted 13 days ago
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
Posted 13 days ago
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